Stocks Industrials LSTR
NASDAQ · IndustrialsLandstar System Inc (LSTR)
Landstar System Inc brought in $5.3B of revenue over the twelve months to September 26, 2026, up 10.7% from a year earlier. Net income was $160.4M, a net margin of 3.0%. Operating cash flow minus capital spending left $215M of free cash flow in fiscal 2025. At September 26, 2026 it held $297.3M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on October 28, 2026.
Key facts about Landstar System Inc
- Net worth
- Landstar System Inc has a market value (market cap) of $4.9B at the latest share price, and shareholders' equity of $830M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $4.7B (-1.6% year on year), with net income of $115M. Over the 12 months to September 26, 2026: revenue $5.3B, net income $160.4M.
- Cash flow
- In fiscal 2025 operations brought in $224.9M of cash; after $9.9M of capital spending, free cash flow was $215M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on October 28, 2026 and covers the period to September 26, 2026. Open on SEC EDGAR
- Next earnings report
- Landstar System Inc's next report is expected around January 20, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- Landstar System Inc declared dividends of $3.56 per share in fiscal 2025, a yield of 2.44% at the current price.
What Landstar System Inc does
Landstar System Inc is registered with the SEC under industry code SIC 4213 (Trucking (No Local)). Its shares trade on NASDAQ under the ticker LSTR.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $4.7B | $115M | $3.31 | $215M |
| 2024 | $4.8B | $195.9M | $5.51 | $255.6M |
| 2023 | $5.3B | $264.4M | $7.36 | $368M |
| 2022 | $7.4B | $430.9M | $11.76 | $596.7M |
| 2021 | $6.5B | $381.5M | $9.98 | $253.5M |
| 2020 | $4.1B | $192.1M | $4.98 | $180.1M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where LSTR ranks in Industrials
Dividends
Landstar System Inc declared $3.56 per share in fiscal 2025. At the current price that is a yield of 2.44%. It paid out $124.8M in cash dividends, 108% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $3.56 | $124.8M | 108% |
| 2024 | $3.38 | $120.5M | 61% |
| 2023 | $3.26 | $117.1M | 44% |
| 2022 | $3.10 | $115.7M | 27% |
| 2021 | $2.92 | $112M | 29% |
| 2020 | $2.79 | $109.5M | 57% |
Latest SEC filings
What Landstar System Inc has filed recently, newest first. Each links to the original document on SEC EDGAR.
- October 28, 2026Quarterly report 10-Q · period to September 26, 2026Revenue rose 25% to $1.5B versus the same quarter last year; diluted EPS $1.42 versus $0.56.
- October 27, 2026
- August 13, 2026Passive stake changed SCHEDULE 13G/A
- July 29, 2026Quarterly report 10-Q · period to June 27, 2026Revenue rose 18% to $1.4B versus the same quarter last year; diluted EPS $1.44 versus $1.20.
- July 28, 2026
- July 23, 2026Other event 8-K
- July 6, 2026
- May 14, 2026Passive stake (5% or more) SCHEDULE 13G
- May 6, 2026
- April 30, 2026Passive stake (5% or more) SCHEDULE 13G
What is LSTR worth? A DCF from its reported cash flow
Insider trades
What the people running Landstar System Inc did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders bought $714.6K worth of shares on the open market in the last 90 days and sold none.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| October 30, 2026 | Lonegro Frank APresident & CEO, Director | Bought | 5,000 | $714.6K |
| August 1, 2026 | Clement William CVP, Chief Commercial Officer | Received as pay | 4,924 | - |
| June 15, 2026 | Todd James PVP and CFO | Sold | 1,200 | $261.8K |
| June 5, 2026 | Murphy Diana MDirector | Sold | 11,246 | $2.5M |
| May 6, 2026 | Akbari Dr. HomairaDirector | Received as pay | 825 | - |
| May 6, 2026 | Bannister David G/Director | Received as pay | 825 | - |
| May 6, 2026 | Blanton Jonathan BarrDirector | Received as pay | 825 | - |
| May 6, 2026 | Hart Melanie MDirector | Received as pay | 825 | - |
Who owns LSTR
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Kayne Anderson Rudnick Investment Management, LLC13G, passive | 9.1% | August 13, 2026 |
| AQR Capital Management, LLC13G, passive with 1 related filers | 5.4% | May 14, 2026 |
| Vanguard Capital Management13G, passive | 5.27% | April 30, 2026 |
| Vanguard Portfolio Management13G, passive | 5.17% | April 29, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 545 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,378,380 | +145,195 |
| Kayne Anderson Rudnick Investment Management LLC | 3,087,226 | -345,017 |
| Aqr Capital Management LLC | 2,122,575 | +286,971 |
| Vanguard Portfolio Management LLC | 1,796,040 | +43,329 |
| Vanguard Capital Management LLC | 1,536,660 | +4,760 |
| Boston Partners | 1,438,306 | +18,093 |
| State Street Corp | 1,142,351 | +18,685 |
| Geode Capital Management, LLC | 988,727 | +53,801 |
| First Trust Advisors LP | 836,918 | -281,636 |
| Jacobs Levy Equity Management, Inc | 742,490 | -2,738 |
| Northern Trust Corp | 698,921 | -22,409 |
| Dimensional Fund Advisors LP | 655,088 | -28,031 |
| Millennium Management LLC | 607,415 | +125,320 |
| Reinhart Partners, LLC. | 569,090 | -113,446 |
| Goldman Sachs Group Inc | 526,203 | +77,294 |
| Morgan Stanley | 509,919 | -146,199 |
| Fenimore Asset Management Inc | 506,585 | -59,479 |
| Norges Bank | 391,307 | new |
| UBS Group AG | 390,375 | +112,626 |
| Charles Schwab Investment Management Inc | 381,210 | -2,477 |
Insiders
17 insiders reported holding 238,660 shares in total, about $34.8M at the last price.
| Holder | Shares |
|---|---|
| Kneller Michael KVP General Counsel & Secy | 63,560 |
| Lonegro Frank APresident & CEO, Director | 28,110 |
| Bannister David G/Director | 26,513 |
| Coro Ricardo SVice President - CIO | 22,855 |
| Murphy Diana MDirector | 18,853 |
| Todd James PVP and CFO | 15,122 |
| Akbari Dr. HomairaDirector | 13,974 |
| Scanlon George PDirector | 9,483 |
| Applegate James MChief Corp Sales, Strat, S Frt | 8,102 |
| Dannegger Matthew MChief Field Sales Officer | 5,556 |
Questions about LSTR
What does Landstar System Inc do?
Landstar System Inc is a company in the Industrials sector, listed on NASDAQ as LSTR. Its shares trade on NASDAQ under the ticker LSTR.
What is Landstar System Inc's net worth?
Landstar System Inc has a market value (market cap) of $4.9B at the latest share price, and shareholders' equity of $830M on its balance sheet at September 26, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is Landstar System Inc profitable?
Yes. Over the twelve months to September 26, 2026 it reported net income of $160.4M on revenue of $5.3B, a net margin of 3.0%.
How much revenue does Landstar System Inc make?
Over the twelve months to September 26, 2026 Landstar System Inc reported revenue of $5.3B. That is 10.7% more than a year earlier.
When did Landstar System Inc last report?
Its most recent periodic report is the quarterly report (10-Q) filed on October 28, 2026. It covers the period to September 26, 2026. Its newest filing of any kind is the insider trade from November 2, 2026.
When is Landstar System Inc's next earnings report?
Landstar System Inc's next report is expected around January 20, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does Landstar System Inc pay a dividend?
Yes. Landstar System Inc declared dividends of $3.56 per share in fiscal 2025, a yield of 2.44% at the current price.
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Where the numbers come from
Financial figures are the values Landstar System Inc tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.